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New Member
posted Jun 7, 2019 3:19:47 PM

How do I amend a schedule D on Turbotax? Where is the place in the 2017 Turbotax program? I couldn't find it.

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2 Replies
Level 15
Jun 7, 2019 3:19:50 PM

To enter, change or delete an investment sale from a brokerage account (1099-B), follow the steps below.

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Under Investment Income
  • On Stocks, Mutual Funds, Bonds, Other, click the start or update button

Or enter investment sales in the Search/Find box located in the upper right of the program screen.  Click on Jump to investment sales

Level 13
Jun 7, 2019 3:19:52 PM

While the need to amend a Schedule D is probably most commonly associated with security sales, there's other sources of information besides security sales that end up on Schedule D.  What, in particular, do you need to amend on Schedule D?